Updating Dependent Contact Information Automatically

When you edit address, email, or phone information for a patient who has dependents recorded in the system, you can update the information for their dependents at the same time.

  1. On the Demographics screen, edit the address, phone, and/or email information for a patient who is a responsible party for other patients in your system.

  2. Click Save.

    The Review Changes window opens.

  3. Select the check box(es) next to the patient(s) whose records you want to update.

  4. Select the check box(es) for the information you want to update.

  5. Click Update Selected Items.

    The system updates the selected information for the selected dependent(s).

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